Record Pool (Unassigned Records) in Shape Software

Where Do Unassigned Records Go?

When a record enters the system either via an automated marketing source, an API integration, or (if your rule defines it, an import), distribution rules can be used to assign the record to the appropriate user at the right time. Distribution rules are optional. If you’d prefer for records to enter the system unassigned to then be manually assigned or for your users to claim leads via the Unassigned Record Pool, then you will not want to have distribution rules defined in your system.

Unassigned records go to the “Record Pool.” Here, users see the list of eligible unassigned records and can choose the one they feel they have the best chance of converting. Users can simply “Claim Record” to move it into their prospects to work.


What’s The Difference Between Record Pool & Shark Tank?

The record pool is where unassigned records live whereas Shark Tank is where records go that have already been assigned, but neglected. You can create Shark Tank rules via the settings pages to define when records can appear in the Shark Tank to be stolen from the neglecting user.


Where is the Record Pool?

The record pool can be accessed by going to the water-looking icon in the gradient navigation bar. Users can view unassigned records and claim the record to work and remove that contact from the record pool. To avoid records entering into the record pool, create distribution rules. Unassigned leads also are added to the place in which they were routed via the “Marketing Sources” settings page for your managers and admins to manually assign.

Finding the Record Pool:  The record pool can be accessed by going to the water-looking icon in the gradient navigation bar.

Finding the Record Pool: The record pool can be accessed by going to the water-looking icon in the gradient navigation bar.

Using the Record Pool:  Here, users see the list of eligible unassigned records and can choose the one they feel they have the best chance of converting. Users can simply “Claim Record” to move it into their prospects to work.

Using the Record Pool: Here, users see the list of eligible unassigned records and can choose the one they feel they have the best chance of converting. Users can simply “Claim Record” to move it into their prospects to work.


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